A legacy for generations

Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

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Salvatore James "Sam" Mineo

Senior Vice President–Wealth Management

Sam Mineo provides customized solutions for managing the day-to-day financial affairs of high net worth families and high income individuals. He has over 22 years of financial industry experience and recently acquired the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute.  Prior to joining UBS, Sam was the Senior Wealth Advisor for Nevada State Investment Services, a division of Nevada State Bank. Sam was also a partner in a successful independent wealth management firm that was acquired by Nevada State Bank.  Sam received his B.S. in Finance from the University of Nevada, Las Vegas.  He enjoys serving on the board of the UNLV Football Foundation and volunteering his time in the community.  Sam and his wife, Jill, have three children.

Registered States:
  • AZ
  • CA
  • ID
  • IL
  • MI
  • MT
  • NV
  • OR
  • PA
  • TN
  • TX
  • UT
  • VI
  • WA

Education

  • B.S. in Finance, University of Nevada, Las Vegas

Credentials

  • Certified Exit Planning Advisor
  • Senior Portfolio Manager
10801 W Charleston Boulevard
Suite 400
Las Vegas, NV 89135
  • (702) 792-3119

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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As of 11/07/2023

51 countries

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